Skip to main content
After selecting a plan, Audity walks you through a business-context wizard, a 5-step form that captures the information Audity uses to personalize your audit experience, reports, and lead recommendations.
The onboarding wizard runs once. After you complete it, you cannot re-run it. To update your firm details later, go to Dashboard → Settings → Business Context.

​
The 5 steps

​
Step 1, Attribution

Tell Audity how you heard about the platform. This information is used for internal tracking and does not affect your account configuration.

​
Step 2, Services

Describe the consulting services your firm offers. Audity uses this to contextualize audit results and tailor the language in generated deliverables to match your practice areas.

​
Step 3, Firm preview

Review a summary of your firm profile as Audity has constructed it from the information you have provided. Confirm the details are accurate before continuing.

​
Step 4, Ideal client

Define the profile of your ideal client, industry, company size, AI maturity baseline, or other criteria. Audity uses this to help surface and score leads that match your target market.

​
Step 5, Completion

Your firm profile is saved. Audity redirects you to the main dashboard, where you can create your first project.

​
Resuming an interrupted setup

If you close the wizard before completing it, Audity saves your progress. The next time you sign in, you are returned to the step where you left off. Complete all 5 steps to unlock the full platform.

​
Editing your firm profile later

Once onboarding is complete, navigate to Dashboard → Settings → Business Context to update any of the information you entered during the wizard.

​
Next step

With your firm profile complete, you are ready to run your first audit.